Investment Planning = Life Planning for Now and for the Future

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax management

Investment management

Retirement strategies

Estate conservation

Insurance and annuity products

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Following are the states in which Laura Ingraffea is licensed: CA, FL, MA, NJ, NY, PA, SC as a Registered Representave as well as all states as an Investment Advisor Representative..